Member Portal Template Bundle

Build lasting member relationships with a secure, self-service hub for applications, payments, and events.

Built around the Member Application form, our Membership Portal Template Bundle spins up a secure portal the moment an interested member’s application is approved and their dues are paid. Members can sign in to update their profile, register for events, pay annual dues, and track progress—no phone calls or paper checks necessary. Behind the scenes, automated tasks and reminders keep your staff in sync and your revenue on schedule.

With this bundle, you can:

• Keep member data consistent by using a Person field that autofills profile details across all connected forms, reducing errors and duplicate entry.
• Drive event attendance with quantity-limited registrations, one-click check-ins, and easy cancellations that offer member flexibility while helping you manage capacity.
• Automate dues & sponsorships through autogenerated invoices, integrated online payments, and scheduled reminders to ensure nothing slips through the cracks.
• Collect feedback in real time through a suggestion form that funnels ideas straight to leadership via Shared With Me Views and Workflow tasks.

Workflow details

• Entry Sharing & Shared With Me Views route submissions to the right board or committee member for follow-ups and updates.
• Automatic notifications confirm event registrations, send dues reminders, and acknowledge sponsorship purchases
• Document generation produces PDF invoices and payment receipts instantly.

What’s included?

• Member Application – Collect essential contact information, membership tier selection, and any documents required for new member approval.
• Membership Dues – Let members securely pay their dues, view past payments, and download autogenerated invoices.
• Event Registration – Enable members to register for upcoming events, with the ability to update or cancel their registration through the portal.
• Sponsorship Form with Auto-Generated Invoice – Gather sponsor information, select sponsorship levels, and automatically generate a branded invoice upon submission.
• Comment & Suggestion Form – Create an easy way for members to submit ideas, feedback, or concerns directly to your team

Connected Forms

• Events – Stores a centralized list of events that powers your registration forms. When event details change, you only need to update them in this form.